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Barclays

Barclays Portfolio holdings

AUM $280B
1-Year Est. Return 34.19%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.1B
AUM Growth
-$5.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$370M
3 +$359M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$269M
5
GILD icon
Gilead Sciences
GILD
+$242M

Top Sells

1 +$3.08B
2 +$425M
3 +$329M
4
WFC icon
Wells Fargo
WFC
+$237M
5
VOD icon
Vodafone
VOD
+$217M

Sector Composition

1 Healthcare 10.21%
2 Technology 8.33%
3 Financials 7.8%
4 Communication Services 6.71%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$336K ﹤0.01%
+37,357
2052
$335K ﹤0.01%
+13,813
2053
$334K ﹤0.01%
25,684
+17,702
2054
$332K ﹤0.01%
10,397
+8,971
2055
$332K ﹤0.01%
165,884
-111,657
2056
$332K ﹤0.01%
47,441
-6,737
2057
$330K ﹤0.01%
8,676
-4,886
2058
$330K ﹤0.01%
3,985
-1,912
2059
$328K ﹤0.01%
25,924
-618,628
2060
$328K ﹤0.01%
104
+86
2061
$327K ﹤0.01%
9,596
+350
2062
$326K ﹤0.01%
20,366
-204,007
2063
$326K ﹤0.01%
+19,150
2064
$326K ﹤0.01%
8,572
+1,825
2065
$326K ﹤0.01%
2,268
+1,492
2066
$324K ﹤0.01%
+613
2067
$324K ﹤0.01%
1,250
-3,641
2068
$323K ﹤0.01%
7,028
-4,673
2069
$322K ﹤0.01%
321,713
+39,055
2070
$322K ﹤0.01%
18,939
-120,966
2071
$322K ﹤0.01%
3,223
-40,189
2072
$321K ﹤0.01%
10,691
+429
2073
$321K ﹤0.01%
4,339
-50,674
2074
$321K ﹤0.01%
24,703
+3,230
2075
$320K ﹤0.01%
3,715
+2,275